Junior Advisor - Modesto, CA

NIM Retirement Group is a retirement-focused financial planning firm dedicated to helping individuals and families navigate the complexities of retirement with confidence. Based in Modesto, California
, we provide personalized financial guidance centered on long-term relationships, exceptional service, and client-first advice.

We are seeking an analytical and relationship-oriented Junior Advisor to join our growing financial planning team. In this role you will work with existing clients and company-generated prospects from seminars and referrals, receive hands‑on mentorship, and develop across five retirement planning areas: tax, medical, income, investment, and legacy. The intended development path toward Lead Advisor is approximately 1 year to 2 years, depending on readiness and performance.

• Work alongside the Lead Advisor to service clients, conduct paraplanning, and support individual and team goals
• Analyze, prepare, present, and help implement customized financial and retirement plans across tax, medical, income, investment, and legacy planning
• Assist clients with annuities, life insurance, long‑term care solutions, and managed portfolios, within applicable licensing and supervision requirements
• Make proactive outbound calls, schedule appointments, manage follow‑ups, and develop, retain, and grow long‑term client relationship
• Meet one‑on‑one with prospects from seminars and referrals and with existing clients; build trust and follow through on opportunities
• Participate in public seminars, company events, and client education; communicate effectively
• Complete required training, maintain organized client records, and develop toward a Lead Advisor role

• 1+ years of financial services experience;
  Series 65 and Life & Health licenses preferred
• Strong mathematical, analytical, organizational, prioritization, and written/verbal communication skills
• Proficient in Microsoft Office; CRM experience preferred
• Fluency in Spanish preferred
• Precise, resourceful, persistent, achievement‑driven, and proactive; takes ownership and gets things done
• Warm, empathetic, patient, and attentive; enjoys helping families and building lasting personal relationships
• Willing and able to travel to the San Jose home office for initial and ongoing training
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
• Strong analytical, organizational, and communication skills
• Skilled in building strong, trust‑based relationships with clients by providing attentive, personalized service and guidance
• Self‑starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

• Year 1 projected total earnings: $75,000–$100,000.
• Year 2 projected total earnings: $120,000–$150,000.
• Year 3 projected total earnings: $180,000–$250,000.
• Full medical benefits after probation
• Earning ranges are potential salary-and-bonus outcomes; actual compensation depends on experience, performance, and the applicable compensation plan
• Health insurance
• 401(k) eligibility after 1 year
• PTO

• In office:
  Monday – Friday, 8:30am – 5:30pm
• Some evenings and weekends required each month for client visits, conferences and training
• Willing and able to travel to the San Jose home office for initial and ongoing training